Transaction Management

Switching gears from our other services - BizRoots will handle your contract to close tasks. That includes all communications, minus negotiating inspections. No sweat, no tears. Just business.If you prefer to do it yourself, we will set up the system, including detailed checklists and email templates.

HOLY MOLY - a 60% increase in business!!

In February 2018, Andrew Addy of Keller Williams, Exton, became one of BizRoots' first Transaction Management clients. By December, his business had grown by 60% over his 2017 figures! The time he saved having BizRoots help with transaction management allowed him to "focus more on delivering better service to clients which produced more referrals. Having BizRoots help with my transaction management allowed me to free up my time to do so."

The more time Andrew had to sell, negotiate, provide excellent customer service and focus on money making activities increased significantly not only over his 2017 figures but over his average 2014-2017 production as well.

A Personal Online Whiteboard

Each of our Transaction Management clients will benefit from an online Whiteboard using our Smartsheet system. Whether downloading the Smartsheet app to access online or viewing via this website, the agent's custom Whiteboard will be up to date at all times.

Customized Buyer & Seller Project Management Templates

Our highly detailed Buyer & Seller Project Management Templates are customized to your particular business style. Your templates are used for each transaction, which then feeds into our Transaction Manager's Master task list, where all important dates and communications will be met with ease.

Buyer & Seller Email Templates

To provide consistent, predictable customer service we use 15 Buyer Templates and 19 Seller Templates to communicate with all parties during and after the transaction.

Ranging from a Congratulations to your clients, introductions to the lender and co-op agents to settlement preparation and even two review request emails, our communications provide the utmost in professionalism.